China's bank loans may accelerate

Jun 10, 2015 06:26 am UTC| Commentary

Chinas money and credit data are expect to be mixed in May. First, bank loans and corporate bonds should have rebounded on Beijings pledge to ensure funding to ongoing infrastructure projects, while non-bank credit...

China's activity growth likely edged up

Jun 10, 2015 06:12 am UTC| Commentary

Chinas activity data are likely to have recovered further in May, albeit at a very slow pace.Since both the HSBC and official PMI reports indicated some improvement in the manufacturing sector, industrial production (IP)...

Australia's employment probably back to uptrend

Jun 10, 2015 06:04 am UTC| Commentary

Aprils corrective decline in Australia employment was mild at -3K jobs (equivalent to a monthly annualised decline of 0.3%) considering the strength of employment growth over the previous six months (2.8% annualized)....

Brazil's inflation acceleration nearly over

Jun 10, 2015 05:55 am UTC| Commentary

While Brazils inflation in market-determined categories has also risen this year, the bulk of the acceleration in the overall IPCA has been caused by adjustments to the regulated prices of petrol and energy to support the...

US manufacturing to eke out small gains

Jun 10, 2015 05:27 am UTC| Commentary

US manufacturing output grew by 0.5% mom in February and then 0.4% mom during March, making good all of the fall of 0.8% in January. Perhaps then one should not be too surprised to find that the survey evidence on the...

China and Indonesia continued to deteriorate

Jun 10, 2015 05:14 am UTC| Commentary

Two countries that stood out in the earlier analysis were China, for the sheer USD scale of deterioration, and Indonesia, for the worsening in key ratios. 2014 proved to be more challenging still."The analysis indicates...

Weaker JPY and stronger USD raise stock vulnerabilities

Jun 10, 2015 05:04 am UTC| Commentary

To refresh that analysis, the relative balance of trade for all countries between the US, euro area and Japan are shown in the figure. For countries in Europe or with close geographic ties to Europe, exposure to the euro...